Donald
Jones
Verus Capital Partners, LLC
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About this Advisor
Donald Jones is a certified financial planner working out of Jenkintown, Pennsylvania with 2 years of industry experience. Jones is on the advisory team at Verus Capital Partners, LLC. Over the course of their career, they have held roles at Verus Capital Partners, LLC, Donald E Jones, Cpa, Avantax Investment Services, Inc, Avantax Advisory Services and Lpl Financial LLC. Jones has a Series 63 license, qualifying them as a securities agent, and can serve investors in New Jersey and Pennsylvania. Verus Capital Partners, LLC is an advisory firm based out of Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 47 advisors. It controls $948 million in assets between its 4,226 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to 12 charities and foundations. Of its 4,226 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually depend on which service is offered. Fee types billed by Verus Capital Partners, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$948,186,511
47
4,226
$224,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Jones Work History
Donald has been registered as a financial advisor for 2 years.*
Verus Capital Partners, LLC
Lpl Financial LLC
Donald E Jones, Cpa
Avantax Advisory Services
Avantax Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verus Capital Partners, LLC
Scottsdale, AZ
Pasadena, CA
Mesa, AZ
San Diego, CA
Northridge, CA
San Marcos, CA
Mesa, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
